๐ Mark your calendar!
๐ Wednesday and Thursday this week are arguably the two biggest market-moving days of the quarter. Microsoft and Alphabet report Wednesday, Amazon Thursday โ and between them theyโre now guiding to over half a trillion dollars in AI spending for 2026 alone, all revised upward from earlier estimates.
โ
If that spending is paying off in revenue, expect a rally.
โ If it isnโt, expect the opposite โ and the swing could be sharp either way (the options market is pricing moves as large as 7% in a single stock).
Whether you hold these names directly or just own a broad US tech ETF, this is the week to be watching, not guessing.
Follow Longbridge Singapore for daily market moves that matter to you.
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